Sage View Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 41,995 shares of SCHZ stock, worth $964,205. This represents 0.04% of its overall portfolio holdings.

Number of Shares

41,995

Previous 40,907 2.66%

Holding current value

$964,205

Previous $929 Million 4.74%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$22.46 - $23.26 $24,436 - $25,306	1,088 Added 2.66%	41,995 $973 Million
Q4 2024 Feb 13, 2025	BUY	$22.63 - $47.53 $376,766 - $791,326	16,649 Added 68.63%	40,907 $929 Million
Q3 2024 Nov 14, 2024	SELL	$45.2 - $47.87 $911,458 - $965,298	-20,165 Reduced 45.39%	24,258 $1.15 Billion
Q2 2024 Aug 14, 2024	BUY	$44.66 - $45.99 $1.98 Million - $2.04 Million	44,423 New	44,423 $2.02 Billion
Q4 2023 Feb 09, 2024	BUY	$43.09 - $46.83 $2.3 Million - $2.5 Million	53,349 Added 47.84%	164,866 $7.64 Billion
Q3 2023 Nov 02, 2023	SELL	$44.14 - $46.33 $1.39 Million - $1.46 Million	-31,584 Reduced 22.07%	111,517 $4.93 Billion
Q2 2023 Aug 11, 2023	BUY	$45.86 - $47.33 $1.92 Million - $1.99 Million	41,958 Added 41.48%	143,101 $6.61 Billion
Q1 2023 May 01, 2023	BUY	$45.33 - $47.44 $136,805 - $143,173	3,018 Added 3.08%	101,143 $4.74 Billion
Q4 2022 Feb 14, 2023	BUY	$44.04 - $47.03 $4.32 Million - $4.61 Million	98,125 New	98,125 $4.48 Billion

Others Institutions Holding SCHZ

# of Institutions

704

Shares Held

174M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Sage View Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History